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Resources from past events

Access resources from past personal financial planning events.

Retirement planning workshop

25 September 2019

Highly-practical workshop where you will learn more about the tools you can use to make the right financial decisions for you and your loved ones.

Wills and Inheritance Tax Planning

07 May 2019

This practical seminar will help you make the most of your assets, so you can gain peace of mind that your Will has been structured properly and you are minimising the impact of Inheritance Tax.

Retirement planning workshop

25 January 2019

Learn more about the tools you can use to make the right financial decisions for you and your loved ones and acquire top tips from industry professionals about the latest innovative pension drawdowns, different investment strategies and financial modelling to help you manage cash flows efficiently and boost your net income after tax.

Property Investing Conference

10 December 2018

This conference is designed to appeal to delegates that have a personal or family interest in the subject areas and / or with clients needing advice in this important sector of the professional advice market. The event represents part of ICAEW’s on-going programme of delivering more support in the area of personal financial and investment planning.